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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,646 | $64,729-20.2% | $112,263-54.0% | $68,490-24.6% |
| Participation rate | 60.5% | 67.2%-6.6pp | 75.1%-14.5pp | 67.9%-7.4pp |
| Annual return | -20.26% | -11.40%-8.9pp | 27.49%-47.7pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,664 | $2,746-39.4% | $3,636-54.2% | $2,597-35.9% |
| Participant deferral / active EE | $2,543 | $3,566-28.7% | $4,729-46.2% | $4,028-36.9% |
| Admin fee / account holder | $446 | $5,222-91.5% | $6,410-93.0% | $5,403-91.7% |